Which makes it rather strange to choose to sell worse, and thus less expensive and less profitable, chips to China rather than instead making better chips to sell to the West.
I think what might be going on here is that different fabs have separate capacities. You can’t make more H200s because they have to be made on the new and fancy fabs, but you can make H20s in an older facility. So if you want to sell more chips, and you’re supply limited on the H200s, then the only thing you can do is make crappier chips and figure out where to sell them.
I think what might be going on here is that different fabs have separate capacities. You can’t make more H200s because they have to be made on the new and fancy fabs, but you can make H20s in an older facility. So if you want to sell more chips, and you’re supply limited on the H200s, then the only thing you can do is make crappier chips and figure out where to sell them.